Comakers - Add Edit Delete

Comakers

Add Edit Delete

Description

The Comaker Information screen is displayed when the user clicks on the Magnifying Glass icon in the Comakers List screen to edit or delete an existing Comaker. The Add Comaker Information screen is displayed when the user clicks on the Add icon, or the “Click to add a new comaker” message in the Comakers List screen. This function allows a user (depending on the user’s security policy) to

Add a new Comaker
Edit Comaker Information
Delete Comaker

There are also guidelines below on how to Assign a Comaker to a Loan/Receivable and Save Delete Reset Cancel Guidelines.

Add a new Comaker

Follow the Data Entry guidelines below and then click on the Save icon in the function bar. The window is refreshed indicated that the comaker was successfully saved (see below) and provides a user to add an address for the Comaker. When the user clicks on the Address icon a new window opens (see Add Edit Delete Comaker Addresses for more details).

Edit Comaker Information

Edit the appropriate fields following the Data Entry guidelines below and then click on the Save icon in the function bar. The window closes and returns to the Comakers List screen. To edit the Comaker addresses, click on the Rolodex address icon and a new window opens (see Add Edit Delete Comaker Addresses for more details).

Assign a Comaker to a Loan/Receivable

Click on the Loan/Receivables link in the Comakers List screen and the screen will be refreshed listing the Customer’s Loan/Receivables. Select a Loan/Receivable and then click on the Comaker in the Select a Loan/Receivable Function drop-down box (see Assign a Comaker for more details).

Delete Comaker

To delete a Comaker, the Comaker must not be endorsing a Loan/Receivable (which is displayed at the bottom of the screen). Click on the Delete icon in the function bar. A window will open (see below). Click on the OK button to delete the Comaker and the window closes and returns to the Comakers List screen with the Comaker removed.

NOTE: If the Delete icon is not enabled, you do not have the security privileges necessary to delete this data

Save error

If the information is not entered correctly, the user may receive an error message (see below). Click on the OK button and update the information and click on the Save icon.

Data Entry

*Required Fields

Field	Purpose/Usage
*SSN	The comaker’s social security number
Title	The salutation to be used on correspondence that is sent to the comaker
*First Name	The comaker’s first name
M.I.	The comaker’s middle initial
*Last Name	The comaker’s last name
Suffix	The suffix at the end of the comakers name
Gender	The sex of the comaker
Citizen	The citizenship of the comaker Either US or Non US
Date of Birth	The birth date of the comaker
Marital Status	The comaker’s marital status
Drivers License	The comaker’s drivers license number
State	The state where the comaker’s resides
Employer	The name of the firm with which the comaker is employed
Employer ID	The ID given to the comaker by the firm which he is employed by
Occupation	The comaker’s job title
Earnings	The comakers hourly, weekly, monthly or annual salary
Began	The start date of employment